otherLow risk

HSBC Income Fund - Short Term - Inst. - Growth

A specialised fund. Check the scheme details for what it invests in. From HSBC Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹17.9603

▲ 0.13% today

As of 3 Nov 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹10.1k gain · 10.1% / year

Invested 3 years ago

₹1.30 L

▲ ₹30.5k gain · 9.3% / year

Invested 5 years ago

₹1.48 L

▲ ₹47.8k gain · 8.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

1.5%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-20.71%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year10.05%

CAGR — 3 years9.27%

CAGR — 5 years8.13%

CAGR — since launch4.89%

Volatility — 1 year (annualised)0.80%

Volatility — 3 years (annualised)1.47%

Max drawdown — 1 year-0.34%

Max drawdown — 3 years-2.33%

Sharpe ratio — 1 year (rf=6%)5.35

Sharpe ratio — 3 years (rf=6%)2.26

Fund info

Fund house: HSBC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101597
First price on record: 3 Apr 2006 · 2,002 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.